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Showing 1 - 10 of 11205 results for "Account"

Betashares-backed MA appoints head of adviser engagement

STAFF WRITER  |  THURSDAY, 15 OCT 2026
The financial adviser who helped set up Aon's wealth management business in Singapore lends her expertise in a newly-created role at Trellia Wealth Partners. Belinda Barclay has been appointed head of adviser engagement at Trellia Wealth Partners ...

Netwealth reports record $36bn FUM in Q1

MATTHEW WAI  |  THURSDAY, 15 OCT 2026
Netwealth observed record growth over the first quarter of the financial year, with both funds under administration (FUA) and funds under management (FUM) increasing by $3.4 billion and $2.4 billion, respectively. Market movements also contributed $0.8 ...

Number of Aussie investors hits record high

VINNY VUCAGO  |  THURSDAY, 15 OCT 2026
... returns among the asset classes examined. CFA Society Australia chief executive Lisa Carroll said allocations needed to account for fees, liquidity, governance and portfolio construction, with contribution levels and investment time horizons remaining ...

'Flawed' CSLR model needs to be redesigned: SMC

MATTHEW WAI  |  WEDNESDAY, 14 OCT 2026
... or high-risk managed investment schemes. Dixon Advisory, United Global Capital, and Shield and First Guardian together account for $147 million, or 87%, of the 2026-27 compensation costs," it said. "A key design principle for the scheme at the outset ...

Treasury consults shifting tax debts from victims to abusers

RIDDHIMA TALWANI  |  WEDNESDAY, 14 OCT 2026
Treasury is consulting on extending the powers of the Australian Taxation Office (ATO) to strengthen its response to financial abuse. This would allow the taxation office to pause debt recovery against victim-survivors, pursue the debts from perpetrators ...

ASIC flags gaps in super fund valuations

VINNY VUCAGO  |  WEDNESDAY, 14 OCT 2026
... "Getting valuations right matters. Accurate investment valuations are particularly important as they directly affect members' account balances, reported investment returns, fees charged and therefore retirement outcomes," O'Rourke said. The review also ...

ETF assets hit $388bn as inflows near $7bn

VINNY VUCAGO  |  TUESDAY, 13 OCT 2026
Australia's exchange-traded fund (ETF) industry attracted $6.9 billion in net inflows during September, taking total assets under management to a record $388 billion as investors continue to favour index-based strategies, international equities and ...

CareSuper rejigs beneficiary nominations, investment options

KARREN VERGARA  |  TUESDAY, 13 OCT 2026
... investments and insurance. For its Direct Investment option (DIO), members previously could only invest up to 20% of their total account balance in a single listed security. From October 1, the 20% limit no longer applies to all ETFs and LICs, while ...

Brighter Super expands indexed investment suite

MATTHEW WAI  |  TUESDAY, 13 OCT 2026
Brighter Super has launched two new low-cost indexed share options, expanding its investment menus to meet adviser demand. Available since October 1, Indexed International Shares and Indexed Australian Shares options provide a passively managed way ...

ASIC seeks 10-year extension of CFD protections

VINNY VUCAGO  |  MONDAY, 12 OCT 2026
ASIC is proposing to extend its product intervention order governing contracts for difference (CFDs) until 2037, while tightening protections to address risks posed by increasingly varied ways of settling the complex, leveraged products. The regulator ...
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